The big story all week was the detention by the Canadian authorities in Vancouver of the CFO of Huawei at the request of the U.S. Justice Department, which wants her extradited to the United States to face charges relating to alleged infractions of U.S. sanctions and related financial transactions. Ms Meng is not just your […]
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The Xi-Trump meeting at G20 went much as we predicted – there was a delay in the implementation of higher US tariffs on Chinese imports, and that gave the markets an excuse for a temporary bounce. But it then unraveled into uncertainty, with the US and China sides providing different versions of what had been […]
The run-up to the G20 meeting between Trump and Xi has been exhaustingly long, but the meeting is due to be held tomorrow China time. Our gut feel, a concept growing in popularity in terms of political analysis, is that some kind of ceasefire will be announced, with a delay on the imposition by the […]
Beijing posted record land sales for a single day on Monday with a total of $4.6 billion of transactions, providing a shot in the arm for China’s sluggish property sector, Caixin reports. Beijing’s municipal government auctioned 13 plots with 12 of them selling. Both the number of plots sold and the total value of the […]
There is no certainty on how anything is going to go if it involves Donald J. Trump, but the peripheral evidence suggests the U.S. is going to hold to its a hard line on China at the G20 meetings next week. And if he was to pull some trick during the meeting to claim victory, […]